Guardian Rock Wealth Investment Management, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Guardian Rock Wealth Investment Management provides investment and portfolio management services based on clients' financial needs and goals. They use a disciplined investment process and their proprietary Advocacy Investing® strategy, which is a values-based investing approach. They also offer comprehensive or segmented financial planning services, including recommendations for investments and non-investment aspects of a client's financial life.
Assets Under Management$47M
Clients82
Advisors2
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
The minimum annual fee for asset management services is $6,250 per account relationship. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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